Welcome to Optivest Wealth Management
We are a Trusted Family Wealth Advisory Firm in the heart of Southern California. Since 1987, Optivest has provided personalized, holistic wealth management services to a select group of successful individuals and families.
As professional fiduciaries we offer unbiased and broadly diversified investment management through our open platform and low fee environment. As members of the Institute for Preparing Heirs ®, Tiger 21, Vistage and CEG Worldwide, we specialize in educating and supporting multi-generational families toward successful management and tax efficient transfer of all aspects of their wealth.
We believe family wealth is more than just money.
Family wealth includes resources and assets in all forms – investments, business interests and real property as well as family name, knowledge, health, values, spirituality, family unity and support of the community. True wealth management involves more than just money management. At Optivest, wealth management is a consultative process involving advanced planning for tax efficiency, wealth transfer, wealth protection and philanthropy.
“Our goal is to come alongside wealthy families to solve complex financial issues.” Mark Van Mourick, CEO